Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
2025
Q1
$662K Buy
2024
Q4
$308K Buy
2024
Q2
Sell
2024
Q1
$4.79M Buy
2023
Q4
Sell
2023
Q3
$1.97M Buy